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JPMorgan Chase
JPM

Overview Fund Activity

3,679 hedge funds and large institutions have $297B invested in JPMorgan Chase in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,566 increasing their positions, 1,558 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,679
Holders Change
+37
Holders Change %
+1.02%
% of All Funds
58.66%
Holding in Top 10
508
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+2.42%
% of All Funds
8.1%
New
160
Increased
1,566
Reduced
1,558
Closed
80
Calls
$6.11B
Puts
$8.12B
Net Calls
-$2.01B
Net Calls Change
-$1.96B

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$6.15B
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$835M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$1.65B
4
JPMPWA
4
J.P. Morgan Private Wealth Advisors
California
$253M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$218M

Top Sellers

1
State Street
1
State Street
Massachusetts
$17.7B
2
OTPPB
2
Ontario Teachers' Pension Plan Board
Ontario, Canada
$0
3
Bank of America
3
Bank of America
North Carolina
$7.68B
4
BlackRock
4
BlackRock
New York
$27.5B
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$356M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAMF
276
BI Asset Management Fondsmaeglerselskab
Denmark
$78M +$827K +5,700 +1%
WGAM
277
Wilkinson Global Asset Management
New York
$77.6M -$437K -3,014 -0.6%
CAI
278
Capital Advisors Inc
Oklahoma
$77.5M +$3.05M +21,044 +4%
UB
279
UMB Bank
Missouri
$74.7M -$2.76M -19,045 -4%
CS
280
Candriam SCA
Luxembourg
$74.4M -$2.51M -17,317 -3%
CNB
281
Czech National Bank
Czech Republic
$73.7M +$23.5M +162,007 +47%
BNP Paribas Asset Management
282
BNP Paribas Asset Management
France
$73.6M +$8.71M +60,065 +13%
ICG
283
InterOcean Capital Group
Tennessee
$73.5M +$2.41M +16,645 +3%
CIBC Asset Management
284
CIBC Asset Management
Ontario, Canada
$72.7M -$1.73M -11,936 -2%
URS
285
Utah Retirement Systems
Utah
$72.2M -$595K -4,100 -0.8%
TIAA Trust, National Association
286
TIAA Trust, National Association
North Carolina
$71.9M +$71.9M +495,979 New
SCA
287
STALEY CAPITAL ADVISERS
Pennsylvania
$71.2M -$122K -841 -0.2%
UIM
288
USS Investment Management
United Kingdom
$70.7M +$1.66M +11,465 +2%
BIP
289
Brandes Investment Partners
California
$69.8M +$3.17M +21,880 +5%
PA
290
Pinnacle Associates
New York
$69.4M -$481K -3,316 -0.7%
CA
291
Commerzbank Aktiengesellschaft
Germany
$69M +$1.94M +13,394 +3%
EOJOAM
292
E. Ohman J:or Asset Management
Sweden
$69M +$2.43M +16,756 +4%
FCI
293
Financial Counselors Inc
Kansas
$68.9M +$838K +5,780 +1%
Impax Asset Management Group
294
Impax Asset Management Group
United Kingdom
$68.4M -$4.2M -28,932 -6%
CAM
295
Cresset Asset Management
Illinois
$68.2M +$1.73M +11,938 +3%
BCM
296
Basswood Capital Management
New York
$68.1M – – –
TG
297
TCW Group
California
$68.1M -$14.5M -100,209 -18%
SPIA
298
Steward Partners Investment Advisory
New York
$67.8M -$2.75M -18,931 -4%
PNC
299
Park National Corp
Ohio
$67.2M -$1.12M -7,735 -2%
AWM
300
AE Wealth Management
Kansas
$67.2M +$4.36M +30,092 +7%
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